See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,573 | $158,398+84.7% | $126,539+131.2% | $142,382+105.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.94% | 593.76%-583.8pp | 425.95%-416.0pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,274 | $4,650-72.6% | $3,674-65.3% | $4,299-70.4% |
| Participant deferral / active EE | $7,500 | $4,767+57.3% | $4,083+83.7% | $6,507+15.3% |
| Admin fee / account holder | $171 | $6,918-97.5% | $6,065-97.2% | $12,624-98.6% |